Paragon Private Wealth Management’s iShares Russell 2000 ETF IWM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$640K Buy
2,967
+1,380
+87% +$298K 0.26% 108
2025
Q1
$317K Buy
+1,587
New +$317K 0.15% 147